有色金属板块持续走高 江西铜业股份(00358)涨5.67% 美伊停火协议进入最后定稿阶段

金吾财讯
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金吾财讯 | 港股有色概念及贵金属板块持续走高,江西铜业股份(00358)涨5.67%,珠峰黄金(01815)涨5.06%,洛阳钼业(03993)涨5.01%,力勤资源(02245)涨4.98%,灵宝黄金(03330)涨4.82%,中国有色矿业(01258)涨4.85%,五矿资源(01208)涨4.78%,紫金矿业(02899)涨4.05%,招金矿业(01818)涨3.21%。

消息面上,在美国总统特朗普突然取消对伊朗军事打击计划的消息传出后,黄金迅速拉升,最终收涨3.4%,报每盎司4210.58美元。周五(6月12日)亚市早盘,现货黄金一度冲高至4246.40美元/盎司。这一波强劲反弹,一度抹去了周三的全部跌幅。除此之外,LME伦铜涨幅扩大,现涨1.24%,最新报13656.0美元/吨。

分析师普遍认为,4200美元附近已成为重要心理关口。若协议迅速落地且油价持续回落,金价能稳固站稳并伴随美元进一步走弱,下一步有望试探5月28日低点4366附近阻力,然后是200日均线4446附近阻力。相反,若中东局势再度恶化,黄金可能面临阶段性压力。但整体而言,在当前宏观背景下,黄金的下行空间有限,上行潜力仍值得期待。

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